How to create and send an invoice in the app

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This lesson will show you how to add materials to a job, create an invoice and then email it to a client.

Select a job and tap to open it

Select a job and tap to open it

Tap Billing

Tap Billing

Tap add Item/Service

Tap add Item/Service

Tap Browse Items

Tap Browse Items

TIP: You can add an item/services from recent saved searches, suggestion list or browsing the item list.

Browse from the list

Browse from the list

This is a list of all items in your inventory, you can add an item that you don't have by hitting the Add Item button, we will do this in the next step.

Set the quantity and price, then tap Save

Set the quantity and price, then tap Save

The Item has been added!

The Item has been added!

Now we will add an item that we don't have in our inventory. Tap Add Item/Service again.

Now we will add an item that we don't have in our inventory. Tap Add Item/Service again.

Tap New Item

Tap New Item

Fill in the fields and hit Save

Fill in the fields and hit Save

The new item has been added, now we will generate an invoice

The new item has been added, now we will generate an invoice

To create an invoice, tap Invoice icon

To create an invoice, tap Invoice icon

The invoice will be automatically generated.

The invoice will be automatically generated.

To email the invoice, tap the icon on the upper-right corner of the screen.

To email the invoice, tap the icon on the upper-right corner of the screen.

Tap Email Invoice

Tap Email Invoice

The customer details are automatically loaded.

The customer details are automatically loaded.

Note: The invoice is automatically attached and an email template is loaded.

Tap Send

Tap Send

Make any changes you require to the email and hit send. Email templates are configured online and you can customise them to suit your business.

That's it! The invoice has been sent via email!

You can review the email in the Diary at any time to see what emails and invoices have been sent to a client.

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